The future of wealth in America is increasingly female — but many women aren’t prepared for it. A new UBS report, Own Your ...

Additionally, you can use the $18,000 per year gift tax exclusion to transfer wealth to family members. However, consulting a ...

Older, wealthier Americans would see the biggest lifetime benefit from the Republican budget bill, while younger generations ...

President & CEO of IG Wealth Management highlights successes from his firm's "most successful year" ...

By 2030, women in the U.S. will control nearly five times more wealth than they did a decade ago. It’s creating big ...

Traditional wills alone often fall short when protecting substantial assets and ensuring a smooth transfer to future ...

“The current banking and credit card system redistributes wealth upward, with the middle- and working-class subsidizing ...

As we enter the second half of 2025, the writing is on the wall: the greatest wealth transfer in history is underway.

Black businesses should make succession planning a priority alongside boosting revenue and adding customers. Helping to ...